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Markets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a global capital expenditure supercycle and India’s hidden AI opportunity. Earnings fears may be overstated as businesses adapt. Investors need patience and conviction to navigate market volatility and identify enduring trends for success.Read More

Vedanta’s long-awaited demerger culminated with the listing of four newly spun-off businesses, triggering a sharp market re-rating and unlocking about Rs 63,500 crore in shareholder value. Since the demerger’s April 29 ex-date, investors have gained roughly 22.5%, with the combined market capitalization of the five standalone entities rising from Rs 3.02 lakh crore to Rs 3.66 lakh crore.Read More

Banking stocks rallied sharply on Monday, pushing the Nifty Bank index nearly 1,000 points higher as easing geopolitical tensions and falling oil prices boosted sentiment. Analysts expect lenders to lead the market rally, citing attractive valuations, RBI support measures, improving technical indicators and favourable risk-reward in major private banks.Read More

Global markets are optimistic about a new peace framework involving Iran, easing energy supply and geopolitical concerns. Investors welcome reduced Middle East risk, though Iran’s nuclear program and the agreement’s long-term durability remain key questions. Economic incentives and Israel’s stance are critical factors influencing the outcome.Read More

Global crude oil prices have fallen significantly from wartime highs, but market expert Vandana Hari cautions against declaring victory. She anticipates a holding pattern until a formal memorandum of understanding is signed, with a gradual reopening of key energy routes expected to take months. Hari also believes demand destruction was temporary and expects it to return as prices stabilize.Read More